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JM Financial Liquid Fund vs Aditya Birla Sun Life Liquid Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.97%
VS
3Y Return
6.85%
| Parameter | AJM Financial Liquid Fund - Direct Plan - Growth | BAditya Birla Sun Life Liquid Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | JM Financial | Aditya Birla Sun Life |
| Category | Liquid Fund | Liquid Fund |
| NAV (₹) | 363.19 | 443.77 |
| AUM (₹ Cr) | 4.08 Lac Cr | 3.43 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.12% |
| Riskometer | Low | Low |
| Volatility | 0.12 | 0.13 |
| Sharpe Ratio | 3.92 | 2.69 |
| 1 Year Return (%) | 6.21% | 6.09% |
| 3 Year Return (%) | 6.97% | 6.85% |
| 5 Year Return (%) | 6.16% | 6.05% |
| Since Launch (%) | 6.24% | 20.09% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 8 March 2016 | 2 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Asit Bhandarkar (3.5 years yrs) | Mahesh Patil (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | NIFTY Liquid Index |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% |
| Portfolio Turnover | 259% | 279% |
Why consider JM Financial Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.97%
- AUM: 4.08 Lac Cr
- Sharpe Ratio: 3.92
Why consider Aditya Birla Sun Life Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.85%
- AUM: 3.43 Lac Cr
- Sharpe Ratio: 2.69
SIP Calculator – Compare Growth Potential
JM Financial Liquid Fund
₹869015.12
@7.0% annual return (3Y)
Aditya Birla Sun Life Liquid Fund
₹863216.47
@6.8% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.